Virtual Assistant Financial Analyst
Resume:
MARK GERBERT
BUCTUANON
CPA, XERO ADVISOR, VIRTUAL ASSISTANT, CO-FOUNDER
BCD PROACTIVA
Cebu, Philippines, Cebu, 6046, Philippines
bcdproac **@*****.***
ABOUT ME
Proac ve Freelance Bookkeeper /
Accountant / Virtual Assistant
who is dedicated to maintaining
accurate and mely financial
records. Also offers General
Virtual Assistant task like data
entry, data research, SMM and
customer support. Key strengths
in financial reconcilia ons,
accounts receivable, inventory
management, audi ng, budge ng,
data research and customer
support.
SKILLS
SAP Business
Xero
Quickbooks
Zoho Accoun ng
Asana
Google Workspace
MS Office
Wave Accoun ng
Financial Repor ng & Analysis
Bookkeeping
Account Reconcilia on
Payroll
LINKS
h ps://www.linkedin.com/in/mark
-gerbert-buctuanon/
BCD ProAc va
h ps://bcdbackofficesolu ons.mys
trikingly.com/
LANGUAGES
English
PERSONAL DETAILS
Na onality
Filipino
WORK EXPERIENCE
• Spearheaded the accuracy of ERTC computa ons by ensuring compliance with IRS regula ons.
• Enhanced team produc vity and precision through targeted training and mentorship programs.
• Fostered a culture of excellence by mentoring staff to ensure me culous comple on of responsibili es.
• Diligently reviewed 941x forms for accuracy, prepared by team members, to maintain high-quality standards.
• Provided expert assistance to Account Managers regarding ERTC computa on queries, reinforcing client confidence and service excellence.
• Expertly manage monthly payroll processing, ensuring accuracy and meliness.
• Perform a variety of administra ve assistant tasks to support organiza onal efficiency.
• Expertly managed Xero transac ons, ensuring accurate financial record- keeping and account alloca on.
• Developed comprehensive budgets and prepared detailed cash flow projec ons and analyses.
• Calculated and disbursed author royal es with precision, guaranteeing accuracy and punctuality.
• Compiled and presented monthly financial reports, providing key insights into business performance.
• Performed data entry, conducted thorough data research, and generated valuable leads as a Virtual Assistant.
• Coordinated the scheduling of AMS Ads for published books, enhancing marke ng efforts.
• Assisted with social media management, contribu ng to the brand's online presence.
• Provided excep onal customer support and maintained updates on the Shopify pla orm.
• Spearheaded annual budget prepara on and executed daily audits of payment request memoranda, encompassing liquida ons and supplier billings.
• Diligently performed daily bank reconcilia ons and conducted comprehensive monthly audits of sales office opera ons, including cash and inventory counts, account confirma ons, and promo onal ac vi es verifica on.
• Managed credit risk by conduc ng thorough background inves ga ons for credit applicants, maintaining updated collateral documenta on, and ensuring the currency of all credit contracts.
• Maintained accurate Accounts Receivable records, provided monthly AR aging reports, and confirmed receivable balances, alongside weekly dealer payment computa ons.
• Prepared insigh ul monthly financial reports, highligh ng discounts and variable expenses, and delivered detailed variance analyses.
• Conducted me culous annual fixed asset counts to ensure asset integrity and accountability.
• Processed Accounts Payable tasks, including the encoding of audited payment requests and the prepara on of weekly payment proposals, coupled with account reconcilia ons.
• Calculated and remi ed business taxes, facilitated annual business permit processing, and reported on sales office inventory variances.
• Implemented customer cash and FTH discount computa ons and maintained the integrity of customer data through annual clean-ups and updates.
• Oversaw records management and executed quarterly payroll audits to ensure compliance and accuracy in financial repor ng.
• Analyzed suppor ng documenta on to ensure accuracy and compliance in tax prepara on.
• Expertly prepared and filed tax returns, maximizing client benefits and minimizing liabili es.
• Responded promptly and effec vely to IRS no ces, safeguarding client interests.
• Conducted thorough reviews of tax ma ers, iden fying and resolving discrepancies.
Bo omline Concepts LLC
Miami, Florida
MAR 2022 - PRESENT
EMPLOYEE RETENTION TAX CREDIT - TEAM LEADER
Zen QA DEC 2023 - PRESENT
PAYROLL PREPARER
TCK Publishing
Indiana
NOV 2017 - AUG 2022
VIRTUAL ASSISTANT
San Miguel Brewery Inc
Cebu
JUL 2011 - MAR 2022
FINANCIAL ANALYST
JP CPA APR 2024 - PRESENT
TAX PREPARER
EDUCATION
Graduated Cumlaude
1 month training course
University of San Carlos
Cebu
2011
BACHELOR OF SCIENCE IN ACCOUNTANCY
Udemy Course 2023
US GAAP QUICK AND EASY
Alison.com 2023
DIPLOMA IN GOOGLE SUITES
Clairvoyance 2011
VIRTUAL ASSISTANT TRAINING
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